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Financial Specialist

Sales (Corporate, Real Estate, Telesales, etc.)
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About The Job

• Acquire new clients with our proprietary strategies
• To plan and coordinate sales and marketing activities
• To provide a holistic financial solution according to the client’s needs
• To manage and maintain client's portfolio
• To build rapport with clients/prospects
• Assist in development plans for the company
• Assist client in implementing their desired solutions
• Cultivate long term clientele
• Review the client's financial progress regularly

Job Requirements

• Candidate must possess at less a Diploma/Bachelor’s Degree/Professional Degree in any Discipline, having a Degree in Finance would be an added advantage
• Minimum 1 year of working experience in sales
• Proactive engagement to deliver high quality of service at all times
• Preferred languages: English, Chinese and Bahasa Malaysia
• Excellent communication skills
Key characteristics: Team player, independent, proactive, passionate, reliable, dependable, willing to learn
• Good computer, interpersonal and communication skills

• Performance bonus
• Overseas Incentives
• Ipad and Laptop Incentives
• Direct promotion for those who possess experience in financial industry
• Comprehensive training, from personal development to skills and knowledge in financial planning

Our Culture


We are an authorised distributor of various financial products and services. We seek to provide professional financial planning and consultations to our clients. With a young and vibrant workforce, we provide our services to a wide clientele base, ranging from high net worth individuals to corporate companies and SME companies in Malaysia.

We are executing a rapid expansion strategy due to the increasing market demand and company growth.

Our Core Values:

GOD CENTERED – We strive to glorify God in everything that we do
RELATIONSHIPS – We foster Unity based on Love and Trust towards each other
EXCELLENCE – We commit to driving Value with insightful, innovative solutions
APPRECIATION – We Honor each other with a Heart of Gratitude
TALENT – We maximize the Potential of each other's Talents, to ensure continuous Growth


Hardwork & teamwork is our culture. We constantly share knowledge and help each other grow.

We use professional financial planning methods to assess our customer's needs and provide the best solution for them. In doing so, we also hope to revolutionise the
industry with quality advice and services.

Services that we provide:
  • Education Planning
  • Retirement Planning
  • Mortgage Restructuring 
  • SME Loans

"If you want to go fast, go ALONE, if you want to go far, go TOGETHER"